Kelly Financial Planning, LLC

Strengthening the Core

Our Services

Comprehensive Financial Planning

Kelly Financial Planning works solely for clients. I provide Fee-Only financial planning and advice for everyday life. Clients have the flexibility to engage me on either a one-time, as needed or ongoing basis. You pay by the hour or the project for the advice that you receive. More >

Our Process

7 STEPS TO FINANCIAL SUCCESS
The 7 Steps to Financial Success is a win-win approach to financial planning for clients and advisors. It spells out step by step, a simple-to-understand-and-implement approach to building a brighter financial future. More >

Education & Awareness

Kelly Financial Planning provides financial education and awareness to community groups and organizations. The goal is to simplify personal finance by providing education, information and sharing financial principles with every day people. More >

Mission

I partner with clients to help them “strengthen the core” in the financial area of life. I do this by providing hourly, Fee-Only financial planning and advice with excellence and integrity to people regardless of net worth or level of income.

Why Us

Kelly Financial Planning is an independent, Fee-Only financial planning and advisory firm located in Cincinnati, Ohio. As owner, I do not sell securities or financial products, and I do not receive commissions from mutual fund companies, brokerage firms or any other third-party. My advice is customized specifically for you and delivered to serve only your best interest. You pay by the hour or the project for the advice that you receive. I focus intensely on providing superior service and meeting the needs of my clients.

Blog

Sometimes finances can seem immediate. You need money for rent today, your credit card bill is due tomorrow, your friends invited you to try a new restaurant tonight. So many of our financial decisions happen in the present or near future, but rarely are we actively conscious of our finances in the distant future. IRead more about A Guide To Establishing Long-Term Financial Goals[…]

When the sun harnesses the power of its heat and fresh snowfall covers the ground, the end of another year has once again arrived. This is one of my favorite times– lights hung on a tree, warming by a nice fire, sounds of family ringing through the air. In addition to the warming aesthetic, theRead more about 6 Tips To Make 2019 Your Best Financial Year Yet[…]

Someday. That is how many people think of retirement: that it will happen to them someday. Indicative of the distant future, someday often gives us a far-off connotation– something that may actually never find its way into the present, until it does. Whether you are near retirement or it lives in the someday realm, thinkingRead more about The Ins and Outs of Retirement Savings Vehicles[…]

We all search to find meaning in what we do. Whether at work, through extracurricular activities, volunteer experiences, or in quiet moments spent at home, we seek to find inherent value in the ways we spend our time. Because, after all, time well spent is something that is not easily achieved. How can we assignRead more about Looking Up: Finding Value in Your Investment Strategy[…]

The phrase “risk tolerance” is spoken a lot when you have a conversation with a financial planner or investment manager. Most people know that it has something vaguely to do with how much risk they’re willing to take on regarding their investments – but beyond that? Many Americans are left scratching their heads. The truthRead more about What’s Your Risk Tolerance?[…]

One aspect of financial planning that tends to get a lot of focus is how to mitigate the impact of taxes on your wealth. However, as one tax season comes and goes, implementing tax-efficient strategies in your financial plan tends to fall by the wayside. It’s as if once we get through the filing process,Read more about Tax-Efficient Ways to Grow Your Wealth[…]